VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,000 | -3.3% | 4,314 | -0.8% | 0.03% | 0.0% |
| Q2 2023 | $461,000 | -0.2% | 4,348 | -0.8% | 0.03% | -6.5% |
| Q1 2023 | $462,000 | -2.5% | 4,381 | +0.0% | 0.03% | -3.1% |
| Q4 2022 | $474,000 | +14.2% | 4,379 | +0.2% | 0.03% | 0.0% |
| Q3 2022 | $415,000 | -6.5% | 4,369 | +0.2% | 0.03% | 0.0% |
| Q2 2022 | $444,000 | -9.2% | 4,361 | +0.2% | 0.03% | +3.2% |
| Q1 2022 | $489,000 | +0.4% | 4,353 | +0.1% | 0.03% | 0.0% |
| Q4 2021 | $487,000 | +8.7% | 4,347 | +0.2% | 0.03% | 0.0% |
| Q3 2021 | $448,000 | -1.3% | 4,338 | +0.2% | 0.03% | -3.1% |
| Q2 2021 | $454,000 | +3.9% | 4,331 | +0.2% | 0.03% | 0.0% |
| Q1 2021 | $437,000 | -8.2% | 4,324 | -16.9% | 0.03% | -15.8% |
| Q4 2020 | $476,000 | +13.3% | 5,201 | +0.2% | 0.04% | +2.7% |
| Q3 2020 | $420,000 | +2.9% | 5,193 | +0.2% | 0.04% | -5.1% |
| Q2 2020 | $408,000 | +11.5% | 5,184 | +0.2% | 0.04% | -15.2% |
| Q1 2020 | $366,000 | -42.9% | 5,173 | -24.4% | 0.05% | -27.0% |
| Q4 2019 | $641,000 | +0.3% | 6,841 | -5.0% | 0.06% | -6.0% |
| Q3 2019 | $639,000 | +1.8% | 7,198 | +0.1% | 0.07% | +1.5% |
| Q2 2019 | $628,000 | +2.1% | 7,190 | +0.1% | 0.07% | +4.8% |
| Q1 2019 | $615,000 | – | 7,183 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 10,184,502 | $1,071,831,324 | 47.14% |
| Operose Advisors LLC | 554,331 | $58,797,879 | 26.65% |
| Kinsale Capital Group, Inc. | 360,560 | $38,244,583 | 23.14% |
| Benchmark Wealth Management, LLC | 261,981 | $27,788,371 | 16.77% |
| Montis Financial, LLC | 218,271 | $23,152,009 | 15.26% |
| MARINO, STRAM & ASSOCIATES LLC | 496,774 | $52,696,910 | 14.92% |
| ACT WEALTH MANAGEMENT, LLC | 241,879 | $25,656,123 | 14.44% |
| Coco Enterprises, LLC | 172,358 | $18,282,037 | 13.87% |
| CVS HEALTH Corp | 252,032 | $26,733,034 | 13.83% |
| Highland Financial Advisors, LLC | 228,330 | $24,219 | 12.48% |